See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,919 | $138,562-3.4% | $246,525-45.7% | $116,875+14.6% |
| Participation rate | 46.4% | 72.8%-26.4pp | 82.0%-35.6pp | 74.5%-28.1pp |
| Annual return | 15.18% | 16.14%-1.0pp | 0.46%+14.7pp | 16.29%-1.1pp |
| Employer contribution / active EE | $976 | $4,835-79.8% | $7,467-86.9% | $3,288-70.3% |
| Participant deferral / active EE | $2,704 | $4,207-35.7% | $5,422-50.1% | $3,885-30.4% |
| Admin fee / account holder | $1,196 | $18,110-93.4% | $16,551-92.8% | $12,263-90.2% |